Mark an Opportunity for Reprocessing

If an opportunity is Closed Lost for any reason, such as it had an invalid Credit Card Number, it will no longer be retried for payment. 

However, you may then contact the client for an updated credit card, and wish to retry the payment. If this is the case, the payment source will have to be manually updated with the correct details. 

To mark the opportunity for reprocessing: 

• If processed via batch and; 

  • If confirmation from the Gateway indicates that a certain donation was declined, 

    • Unlock ASPP Logs; unticked both Authorized, SendAPI/Lock Opportunity

      Open

      

    • Change the Opportunity Status back to Pledged, make sure “Processed by Batch” is unticked and "Batch Process Payment" is ticked, then wait for the scheduled batch to run.

      Open

      

       

• If processed via batch and;

  • Accidentally updated the Failed Opportunity to ‘Closed Won’ manually via its Stage field or bulk (Data Loader),

    • Unlock ASPP Logs; unticked both Authorized, SendAPI/Lock Opportunity

      Open

      

    • Change the Opportunity Status back to Pledged, unticked “Processed by Batch” and “Process Payment Immediately”, make sure the "Batch Process Payment" is ticked, then wait for the scheduled batch to run.

      Open